Tax Partner - Family Wealth Services / High Net Worth

Company: RSM International
Location: Irvine
Posted on: May 3, 2021

Job Description:

RSM is currently seeking an experienced Tax Partner to join our high net worth tax practice in Irvine. This role provides an opportunity to join a high performing practice where you will use your expertise in taxation to provide compliance and consulting services to high net worth multi-generational wealthy families and their private businesses and/or investment entities, and family offices.Candidates must be familiar tax consulting for high net worth clients and possess the analytical skills necessary for the effective diagnosis, development and implementation of solutions to the clients' tax needs. With the support of the firm, you'll have the opportunity to develop and pursue creative approaches to resolve client issues.Basic Qualifications:Bachelor's degree in Accounting with CPA License or JD required12+ years continuous public accounting or family office tax experienceStrong experience with high net worth clients (personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities and partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers)Experience in the review of tax returns for wealthy family members and their trusts, investment entities, and private businesses. Businesses could include Private Equity, Financial Services, Manufacturing, Oil & Gas, Real Estate, Wholesale Distribution, Service, Retail and Restaurants. Exposure to business returns would be a plus, but not required Must be able to support financial growth efforts and manage a book of businessSuccessful candidates will possess ability to plan client engagements, provide tax consulting services, manage compliance projects, supervise and review work of team staff members, work closely with clients as well as internal managers and partnersStrong verbal and written communication skills with the ability to articulate complex information and tax lawExceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships.Preferred Qualifications:Master's Degree in Taxation or Law DegreeExperience working for a Big 4 or large national, regional or local accounting firmExperience working with Private Foundations Exposure to reporting and filings related to foreign assets, investments and holdingsProven ability to develop new business relationships and expand services to existing clientsYou want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective. Experience RSM US. Experience the power of being understood. RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.SDL2017

Keywords: RSM International, Irvine , Tax Partner - Family Wealth Services / High Net Worth, Other , Irvine, California